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Job description
Vibra Permanent Staffing Chief Operating Officer
Four Arrows Financial Group is seeking an experienced, hands-on Chief Operating Officer (COO) to serve as a key leadership partner to the Managing Partner/CEO.
This is an opportunity for a people-focused, entrepreneurial operator who can bring structure, accountability, and operational discipline to a growing financial advisory firm. The COO will oversee the firm's internal operations while helping the CEO and advisors focus on client relationships, business development, and strategic growth.
The ideal candidate is more than an administrator—they are an integrator who turns vision into execution, builds scalable systems, develops people, and helps position the organization for its next stage of growth.
Key Responsibilities
Operational Leadership
Practice & Client Service Management
Compliance & Risk Oversight
Financial & Business Management
What Success Looks Like
Build and document core operational processes.
Establish effective performance management and accountability systems.
Improve operational efficiency and client service effectiveness.
Maintain strong financial performance and controlled expense growth.
Improve employee engagement and retention.
Improve client engagement and retention.
Create scalable infrastructure to support future growth.
Allow the CEO/Owner to spend significantly more time on client relationships, business development, and strategic growth.
The Ideal Candidate
The ideal COO is a strategic and hands-on leader who combines strong business discipline with emotional intelligence. They are comfortable building systems from the ground up, leading teams, establishing accountability, solving problems, and serving as a trusted partner to the Owner.
This person will thrive in an entrepreneurial environment where they can make an immediate impact, take ownership, and help build the infrastructure necessary for continued growth.
If you are an experienced operator who enjoys turning ideas into action, developing people, improving processes, and helping a growing business reach its next level, this could be an excellent opportunity.
Team & Culture Leadership
Lead, mentor, and develop operations and client service team members.
Establish clear expectations, accountability, and performance standards.
Support recruiting, onboarding, and retention of high-performing employees.
Foster a collaborative, client-focused, and solution-oriented culture.
Qualifications
Bachelor's degree required; MBA, CFP®, or CPA is a plus.
7+ years of leadership experience in operations, human resources, business management, finance, or a related field.
Proven experience managing operations, compliance coordination, finance functions, or a combination of these areas.
Strong leadership, organizational, communication, and problem-solving skills.
Ability to balance strategic thinking with hands-on execution.
Comfortable wearing multiple hats in a boutique, entrepreneurial environment.
Familiarity with RIA technology platforms, such as Redtail, Salesforce, Orion, Tamarac, Black Diamond, eMoney, or MoneyGuidePro.
Ability to build relationships, hold people accountable, and drive initiatives through completion.
Financial services experience is helpful, but the most important qualities are strong leadership, operational expertise, business acumen, and an entrepreneurial mindset.
Worksite address
mechanicsburg, PA, 17050, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.